LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,649
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$2.21M
3
+$1.34M
4
ED icon
Consolidated Edison
ED
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.42M
2
+$2.99M
3
+$1.82M
4
AAPL icon
Apple
AAPL
+$1.54M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.14M

Sector Composition

1 Technology 17.95%
2 Healthcare 12.77%
3 Financials 11.59%
4 Industrials 9.67%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.17M 0.46%
238,085
+15,000
52
$8.07M 0.46%
33,876
-538
53
$7.92M 0.45%
59,123
+625
54
$7.87M 0.45%
89,850
+1,656
55
$7.72M 0.44%
51,769
+1,166
56
$7.36M 0.42%
240,938
-18,956
57
$7.17M 0.41%
118,842
+3,158
58
$7.08M 0.4%
23,756
-21
59
$7.07M 0.4%
22,677
+1,495
60
$6.97M 0.4%
19,646
+115
61
$6.89M 0.39%
110,388
+6,613
62
$6.88M 0.39%
86,959
+2,946
63
$6.83M 0.39%
88,507
+4,432
64
$6.65M 0.38%
33,669
+202
65
$6.59M 0.37%
167,323
+5,954
66
$6.53M 0.37%
140,382
-719
67
$6.43M 0.36%
70,994
+1,020
68
$6.39M 0.36%
17,717
+121
69
$6.08M 0.34%
449,480
-7,040
70
$6.03M 0.34%
62,100
-628
71
$6M 0.34%
28,525
+228
72
$5.89M 0.33%
78,229
+2,324
73
$5.87M 0.33%
89,460
+2,171
74
$5.83M 0.33%
41,779
+2,383
75
$5.81M 0.33%
30,088
+545
1 2
3
4 5